Ask The Compound

How Would You Invest $14 Million?

Jun 5, 2024

Joining Ben Carlson and Duncan Hill, Josh Brown, Ritholtz Wealth Management CEO and CNBC Halftime panelist, discusses personal portfolios, transitioning to index-only portfolios, hedging against AI, indexing vs. buying Magnificent 7 stocks, and more. Topics include investment strategies, implications of AGI in investing, individual stocks vs. ETFs, and balancing stock market knowledge with life fulfillment for college students.

34:55

Episode guests

Josh Brown

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Episode notes

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Quick takeaways

Transitioning from stock picking to index funds requires understanding historical evolution for optimal investment strategies.

Incorporating companies involved in emerging technologies in investment portfolios can hedge against risks and capitalize on opportunities.

Deep dives

Managing Personal Money and Investment Decisions

The podcast discusses the management of personal finances and investment decisions, focusing on the emotions involved in transitioning from stock picking to index fund strategies. The speakers share insights on asset allocation for individuals with significant wealth and touch upon the implications of artificial general intelligence on investments. Additionally, investment advice is offered to a college senior who has already started their investment journey.

Intro

2min

Personal Investing Strategies and Portfolio Allocation

16min

Implications of AGI on Long-Term Investing

7min

Investing in Individual Stocks vs. ETFs

7min

Balancing Learning about the Stock Market and Living a Fulfilling Life

2min

On episode 127 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO and CNBC Halftime panelist Josh Brown to discuss Ben and Josh’s personal portfolios, transitioning to an index-only portfolio, hedging against AI, indexing vs buying Magnificent 7 stocks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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